Frequently Asked Questions

---

To maximize planning opportunities during our conference, pleases bring a list of assets (including but not limited to bank accounts, investment accounts, retirement accounts, real estate, annuities, life insurance, collectibles and/or beneficiary interests in trusts)  with approximate values and how owned (i.e. - individual name, joint name or in the name of an entity such as an LLC, partnership and/or corporation) as well as names and addresses of beneficiaries and decisionmakers.

It is helpful to bring a death certificate, if any, as well as a list of known assets with approximate values.  This information will allow  us to assist yon in minimizing probate and administering the estate/trust as expeditiously as possible. 

Ellis Law, P.C. offers competitive pricing for legal services, and provides transparent billing to clients. Fees and payment arrangements are discussed and agreed upon before any work is done.